Mirae Asset Focused Fund Regular Plan Growth vs SBI Focused Equity Fund compare

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tortoise-icon SBI Focused Equity Fund - Regular Plan -Growth

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tortoise-icon Mirae Asset Focused Fund Regular Plan Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Fund SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹35030 Cr ₹8261 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 01 Oct 2004 05 May 2019
Category Focused Focused
Fund Type Open Ended Open Ended
Benchmark BSE 500 NIFTY 500 TRI
Turn Over 12% 34%
Expense Ratio 1.57 1.75
Manager Pradeep Kesavan Gaurav Misra
ISIN Code INF200K01370 INF769K01ES4
Exits Load Exit load of 1% if redeemed within 1 year/365 I. For investors who have opted for SWP under the plan: a) 15% of the units allotted (including Switch-in/STP - in) on or before completion of 365 days from the date of allotment of units: Nil. b) Any redemption in excess of such limits in the first 365 d/365

Trailing Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
1 Month 4.94% 2.34%
6 Month 22.16% 15.48%
1 Year 27.91% 23.22%
3 Year 13.06% 10.98%
5 Year 19.89% 19.17%

SIP Return Analysis

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
6 Month - -
1 Year 14.6% 7.32%
3 Year 29.99% 16.45%
5 Year 60.67% 46.27%

Rolling Lumpsum Returns

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
1 Year 19.8% 19.38%
3 Year 45.89% 38.86%
5 Year 65.97% 52.26%

Risk Management

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Standard Deviation 12.03% 11.06%
Sharp 0.56% 0.46%
Beta 0.69% 0.81%
Alpha -0.54% -5.69%

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Fund Managers

Scheme Name SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth
Name Pradeep Kesavan Gaurav Misra
Total AUM ₹434274 Cr ₹45211 Cr
Fund Manage 43 2
SBI Focused Equity Fund - Regular Plan -Growth Mirae Asset Focused Fund Regular Plan Growth

Market Cap

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 26.1 1.26
Large Cap 36.81 51.09
Mid Cap 35.83 27.91
Small Cap 1.26 19.74

Sector Allocation

Scheme Name

SBI Focused Equity Fund - Regular Plan -Growth

Mirae Asset Focused Fund Regular Plan Growth

Others 8.42 1.26
Financial 32.95 31.31
Communication 9.67 3.75
Materials 2.95 2.49
Consumer Discretionary 1.99 2.9
Services 13.09 14.49
Consumer Staples 7.5 -
Automobile 3.64 4.92
Chemicals 5.32 2.21
Healthcare 9.13 5.88
Textiles 2.04 1.54
Insurance 3.3 -
Energy - 8.12
Technology - 10.42
Construction - 2.77
Capital Goods - 4.7
Diversified - 1.92
Metals & Mining - 1.32

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